Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,351 | $144,130-10.9% | $117,861+8.9% | $147,586-13.0% |
| Participation rate | 25.0% | 83.4%-58.4pp | 79.7%-54.7pp | 82.8%-57.8pp |
| Annual return | 17.72% | 531.20%-513.5pp | 335.11%-317.4pp | 578.59%-560.9pp |
| Employer contribution / active EE | $679 | $4,897-86.1% | $3,786-82.1% | $4,876-86.1% |
| Participant deferral / active EE | $3,425 | $5,316-35.6% | $4,482-23.6% | $5,439-37.0% |
| Admin fee / account holder | $19,285 | $10,887+77.1% | $8,021+140.4% | $10,886+77.2% |